4 process documentation specialist jobs at 3 companies in Fremont, NE
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Operations Processing Specialist
Scottsdale or Atlanta or La Vista or Oakdale or St. Petersburg
$43k-$48k/yrOnsiteFull Time
Osaic: Private U.S. wealth-management firm supporting financial professionals and institutions with brokerage, advisory, technology, and back-office services.
1+ YOEProcess brokerage documents with accuracy, review for completeness, ensure regulatory compliance, and support client account transfers. Strong attention to detail and communication required.
Excel, Word, Outlook, Internet, Envestnet Wealth Management Platform
Atlanta or La Vista or Oakdale or Scottsdale or St. Petersburg
$43k-$48k/yrOnsiteFull Time
Osaic: Private U.S. wealth-management firm supporting financial professionals and institutions with brokerage, advisory, technology, and back-office services.
High school diploma, strong attention to detail, proficiency with Microsoft Office and Windows, customer-focused, ability to process and validate brokerage account documents within SLAs.
Windows, Microsoft Excel, Microsoft Word, Microsoft Outlook, Envestnet
Marick Mechanical: Private Midwest mechanical contractor serving commercial and industrial facilities with HVAC, refrigeration, plumbing, and sheet metal services.
2+ YOEProcess and verify vendor invoices, perform reconciliations, assist month-end close, maintain AP documentation, and support finance leadership. Requires 2+ years accounting experience and strong communication and analytical skills.
CharterWest Bank: Locally owned community bank serving individuals, businesses, farmers, and mortgage borrowers across Nebraska and Iowa.
Requires mortgage processing or administrative experience, strong organization and attention to detail, communication skills, computer proficiency, fast-paced work ability, and a high school diploma or equivalent.